A few thoughts.
“LG plans to produce 4680 cells at its new U.S. factory. They plan to build a new 4680 cell line to supply Tesla’s Giga Berlin in Europe,” one of the sources said, adding Spain is one of candidate for the European plant.“
LG entered into a non binding MOU re supply with INF a couple of months back. INF are now having permitting issues with their Spanish Zinnwaldite ore reserves. LPD have tested their Lmax and Loh Max on Cornish lithium’s Zinnwaldite reserves with good results. Our tech on INF ore would result in much better ESG credentials than the roasting tech they have proposed.
If LG were to build in Spain they would have a significant supply at their doorstep. Why not use our tech on Spanish Zinnwaldite and Portuguese Lepidolite?
If the INF supply is now delayed LG chemical will be looking for the next closest supply to sure up their downstream commitments.
I’m thinking that LG Energy Solutions is the unsolicited inquiry.
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